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Portfolio Management for Businesses Advisors in Virginia
9,679 Results
Unclaimed

Mason Investment Advisory Services Inc.

location

RESTON, VA

0 Disclosures

ADVISOR BIO

Keenan Malcolm Bailey is an investment advisor representative at Mason Investment Advisory Services Inc., which specializes in providing financial planning, portfolio management services for individuals and businesses, as well as selection of other advisors. Keenan has worked in the financial services industry since 2017. Keenan has a Series 65 license, the Uniform Investment Adviser Law Examination, and holds registrations in Virginia.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Mercer Global Advisors Inc. | CFP ® (Certifications)

location

McLean, VA

0 Disclosures

ADVISOR BIO

Keenan Stout is a financial advisor with over 14 years of experience in the industry. Keenan holds a Series 66, Series 7, Series 9, Series 10, Series 24, and SIE licenses and is a Certified Financial Planner. Keenan is currently registered with Mercer Global Advisors Inc. where they provide financial planning, portfolio management, and other advisory services. Previously, Keenan worked for Morgan Stanley, E*TRADE SECURITIES LLC, and LPL FINANCIAL LLC. Keenan works with individuals, high-net-worth individuals, corporations, and other businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TRUST SERVICES, ESTATE PLANNING, TAX RETURN PREPARATION, CONSULTATION
Publication of Financial Periodicals
Unclaimed
location

HERNDON, VA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Kehinde Soyannwo is a financial advisor at PNC Investments LLC, specializing in investments and financial planning. Kehinde has been in the financial industry for over 11 years and has experience with a variety of firms. Kehinde is registered with the state of Virginia as both a broker and an investment advisor. Kehinde holds Series 7, Series 63, and Series 65 licenses.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

PFS Investments Inc.

location

CHESAPEAKE, VA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Keinesha Patterson is a financial professional with over 20 years of experience in the industry. Keinesha is currently registered with PFS Investments Inc., and is licensed to conduct business in Virginia. Keinesha has passed the Series 6, Series 26, and Series 63 exams.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

PFS Investments Inc.

location

RICHMOND, VA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Keisha High is a registered representative with PFS Investments Inc. based in RICHMOND, VA. Keisha has been in the industry since June 3, 2021. She is licensed in multiple states including Virginia, Maryland, and North Carolina. Keisha provides portfolio management for individuals and offers various investment products. She is dedicated to helping clients reach their financial goals.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

LPL Financial LLC

location

ROANOKE, VA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Keith Mitchell Cox is a financial advisor with LPL Financial LLC. Keith has been in the financial services industry since 2004 and is registered with FINRA and the state of Virginia. Keith is a registered representative and investment advisor representative. Keith's experience includes working for WELLS FARGO ADVISORS, LLC and UBS FINANCIAL SERVICES INC. before joining LPL Financial LLC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Osaic Wealth, Inc.

location

VIENNA, VA

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Keith Brockman is a financial advisor at Osaic Wealth, Inc. based in Vienna, Virginia. Keith has been working in the financial services industry for over 25 years, with a focus on providing investment advice and financial planning services to individuals and families. Keith holds the Series 6, 7, 63, and 65 licenses, as well as the SIE exam.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed
location

MCLEAN, VA

0 Disclosures

ADVISOR BIO

Keith Packard is an investment advisor representative registered with OfS. Keith is a registered investment advisor in Virginia and has been in the industry since 2009. Keith is affiliated with OfS, which has 2 licensed agents, 7 investment advisor representatives, and 2 registered representatives. OfS has 2279 accounts under management with total regulatory assets of 1,196,492,694. The firm has approximately 300 clients with assets under management of 1,238,175,134. Keith has a Series 65 license and is licensed to offer financial planning and portfolio management services to individuals and businesses. In addition to serving as an investment advisor representative, Keith is also a writer for Forbes magazine, and has a blog on tax issues for athletes.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

Ameriprise Financial Services, LLC

location

Virginia Beach, VA

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Keith Berenguer is a financial advisor registered with Ameriprise Financial Services, LLC. Keith has been in the industry since 1995 and has previously worked with Securities America, Inc., Citigroup Global Markets Inc., Legg Mason Wood Walker, Incorporated, and Dean Witter Reynolds Inc. Keith has passed the Series 31, Series 63, Series 65, Series 66, and Series 7 exams. Keith has an approved registration in 28 states with a total of 25 branch office locations. Keith has a specialization in Asset Allocation Services. Keith Berenguer can provide the following services: financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and publication of periodicals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

Mariner Independent

location

Richmond, VA

0 Disclosures

ADVISOR BIO

Keith Muth is a financial advisor with Mariner Independent Advisor Network, located in Richmond, VA. Keith has over 10 years of experience in the financial services industry and specializes in investment management, financial planning, and retirement planning. Keith is a registered investment advisor in the state of Virginia. Keith holds the Series 7, Series 66, and SIE licenses. Keith is dedicated to helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals

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